Job Description

This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments and build their own HNW division within a respected, values driven wealth management firm.
This role is designed for someone who already operates at the top end of the market and has the ability to bring long standing relationships, introducer links and client connections with them. Instead of being confined by rigid structures or sales driven targets, you will have the autonomy to shape how high net worth planning is delivered, decide which professional partnerships to prioritise and influence how the service evolves.
You will work with sophisticated HNW and UHNW clients who value thoughtful, strategic planning. With strong paraplanning, administrative and marketing support in place, you will be free to focus on relationship building, advice quality and long term growth of your own specialist division.
Typical work will include:

Providing holistic financial planning to HNW and UHNW clients
Reviewing complex portfolios across pensions, investments and protection
Bringing existing introducer connections and deepening new professional partnerships
Using planning and cashflow tools to demonstrate long term strategies
Helping shape and develop a specialist HNW proposition
Growing, over time, a focused HNW team around you as demand increases

High Net Worth and Ultra High Net Worth Financial Advisor Requirements

Essential - Level 4 Diploma qualified Financial Adviser
Essential - Proven experience advising HNW and UHNW clients with complex needs
Essential - Ability to bring introducer relationships and client connections
Desirable - Background in private banking, discretionary wealth or similar environment
Desirable - Chartered or actively working towards Chartered status

The Company

You will be joining a growing, advice led wealth management firm that blends strong values with genuine adviser autonomy. They have the infrastructure, systems and support of an established business, while still offering the freedom for experienced advisers to carve out and lead their own specialist division.

High Net Worth and Ultra High Net Worth Financial Advisor Benefits

Basic salary upwards of £80,000 with flexibility for proven HNW specialists
Bonus structure aligned to revenue generation and division growth
Birmingham office base with flexibility around client and introducer meetings
Strong paraplanning, administrative and marketing support
Clear progression route to build and lead a HNW division

Location

Ideal for advisers based within a reasonable commute of Birmingham, with willingness to travel across the region for client and introducer meetings.
If you want to build your own HNW proposition rather than simply service one, apply now for a confidential conversation.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

About Premier Jobs UK

Welcome to the company profile for Premier Jobs UK on LinkedIn.

Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry.

Our Key Areas include:

Regulated Financial Sales Investment Consultants

Mortgage Advisors Training Personnel

Compliance Officers Sales Management

Banking Administration

Estate Agency Telesales

General Insurance Sales Directors

Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process.

Premier Jobs UK act as preferred recruiters for many of the major financial services

companies and high street banks across the UK from new trainee to director level.

All information is treated in the strictest confidence.

Industry

Finance & Insurance

Company Size

11-50 employees

Headquarters

Calne, GB

Year Founded

2007

Website

premierjobsuk.com

Social Media

UHNW Financial Advisor